+4,437.1%
SNDK vs TRV
+60.0%
+4,377.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -2.4% |
| 7D | -6.1% | +1.9% | -8.1% | -5.1% |
| 30D | +21.5% | +1.7% | +19.8% | +23.0% |
| 3M | -13.2% | +23.9% | -37.1% | -8.7% |
| 6M | +149.2% | +26.3% | +122.9% | +161.6% |
| YTD | +588.1% | +30.8% | +557.3% | +611.1% |
| 1Y | +1,837.5% | +36.3% | +1,801.2% | +1,842.5% |
| All | +4,437.1% | +60.0% | +4,377.1% | +4,158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TRV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling